Summary
Yes, you can add notes to a transaction in Nance. Notes are especially useful for transactions categorized as Miscellaneous, as they help improve future categorization.
How This Works in Nance
Nance allows you to add notes/labels to give more context to your transactions.
Where You Can Add Notes
- Open a transaction from the Transactions page
- Go to the Transaction Details page
- Add or edit the Notes field
Why Notes Matter
Notes are not just for you—they also help Nance get smarter.
- Provide context (e.g., “Dinner with team”, “Split payment”)
- Help you recognize transactions later
- Improve searchability within transactions
Special Case: Miscellaneous Category
If a transaction is marked as Miscellaneous:
- Adding notes becomes especially important
- It helps Nance understand what the transaction actually represents
- Over time, this helps improve auto-categorization accuracy
Important to Know
- Notes are editable anytime
- They do not change the original bank data
- They enhance how transactions are organized and understood
A small note now = smarter categories later.